FluentCRM + Teamwork Integration

Integrate FluentCRM to Teamwork in one click, or tell Integrately AI how you want each contact handled. Track projects, assign tasks, update contact records, and keep your entire team aligned automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • FluentCRM
    Contact is created in FluentCRM
  • FluentCRM
    Contact is updated in FluentCRM
  • Teamwork
    Task is created in Teamwork Instant
  • Teamwork
    Task is updated in Teamwork Instant
  • Teamwork
    Task is deleted in Teamwork Instant
  • Teamwork
    Project is created in Teamwork Instant
  • Teamwork
    Project is updated in Teamwork Instant
  • Teamwork
    Project is deleted in Teamwork Instant
  • Teamwork
    Card is created in Teamwork Instant
  • Teamwork
    Task List is created in Teamwork Instant
  • Teamwork
    Risk is created in Teamwork Instant
  • Teamwork
    Message reply is created in Teamwork Instant
  • Teamwork
    Calendar event is created in Teamwork Instant
  • Teamwork
    Calendar event reminder is sent in Teamwork Instant
  • Teamwork
    Person is created in Teamwork Instant
  • Teamwork
    Time entry is created in Teamwork Instant
  • Teamwork
    Message is created in Teamwork Instant
  • Teamwork
    Milestone is created in Teamwork Instant
  • Teamwork
    Notebook is created in Teamwork Instant
  • Teamwork
    Invoice is created in Teamwork Instant
  • Teamwork
    Company is created in Teamwork Instant
  • Teamwork
    Status is created in Teamwork Instant
  • Teamwork
    Expense is created in Teamwork Instant
  • Teamwork
    Column is created in Teamwork Instant
  • Teamwork
    Comment is created in Teamwork Instant
  • Teamwork
    Link is created in Teamwork Instant
Arrow Right
2.
  • FluentCRM
    Create contact in FluentCRM
  • FluentCRM
    Update contact in FluentCRM
  • FluentCRM
    Search contact in FluentCRM
  • FluentCRM
    Add note to contact in FluentCRM
  • Teamwork
    Create Task in Teamwork
  • Teamwork
    Search task in Teamwork
  • Teamwork
    Mark task complete in Teamwork
  • Teamwork
    Update task in Teamwork
  • Teamwork
    Create task comment in Teamwork
  • Teamwork
    Create project category in Teamwork
  • Teamwork
    Move board card in Teamwork
  • Teamwork
    Create message category in Teamwork
  • Teamwork
    Create message reply in Teamwork
  • Teamwork
    Create board column in Teamwork
  • Teamwork
    Create calendar event type in Teamwork
  • Teamwork
    Create link category in Teamwork
  • Teamwork
    Create notebook category in Teamwork
  • Teamwork
    Create notebook in Teamwork
  • Teamwork
    Create notebook comment in Teamwork
  • Teamwork
    Move task list from template in Teamwork
  • Teamwork
    Add task list from template in Teamwork
  • Teamwork
    Search notebook in Teamwork
  • Teamwork
    Search Task comment in Teamwork
  • Teamwork
    Search file comment in Teamwork
  • Teamwork
    Search notebook comment in Teamwork
  • Teamwork
    Search milestone comment in Teamwork
  • Teamwork
    Create file category in Teamwork
  • Teamwork
    Create company in Teamwork
  • Teamwork
    Search company in Teamwork
  • Teamwork
    Create calendar event in Teamwork
  • Teamwork
    Search event in Teamwork
  • Teamwork
    Create person in Teamwork
  • Teamwork
    Add people to project in Teamwork
  • Teamwork
    Search person in Teamwork
  • Teamwork
    Create project in Teamwork
  • Teamwork
    Search project in Teamwork
  • Teamwork
    Create time entry on project in Teamwork
  • Teamwork
    Create time entry on task in Teamwork
  • Teamwork
    Create message in Teamwork
  • Teamwork
    Search message in Teamwork
  • Teamwork
    Create status in Teamwork
  • Teamwork
    Upload file to project in Teamwork
  • Teamwork
    Search file in Teamwork
  • Teamwork
    Create expense in Teamwork
  • Teamwork
    Create milestone in Teamwork
  • Teamwork
    Create milestone comment in Teamwork
  • Teamwork
    Search milestone in Teamwork
  • Teamwork
    Create task list in Teamwork
  • Teamwork
    Search task list in Teamwork
  • Teamwork
    Create invoice in Teamwork
  • Teamwork
    Create link in Teamwork
  • Teamwork
    Create link comment in Teamwork
  • Teamwork
    Search link in Teamwork

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Ready Workflows Ready Workflows for FluentCRM + Teamwork Integration

Capture leads, create tasks, update project details, alert your team, and track milestones, all in just one click.

Most popular automationmost-popular-automations
FluentCRM + Teamwork Integration

Create Teamwork task for new FluentCRM contact

FluentCRM and Teamwork are both powerful tools that, when used correctly, can help you become more productive.

When you create a contact in FluentCRM, do you also create a task in Teamwork? If not, you should! This will help ensure that you never forget to follow-up with a lead. Also, it can help to keep your team organized and on track.
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  • 1of1
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your FluentCRM + Teamwork flow

Sync your project data with documentation, messaging, file storage, and payment tools to keep your stack connected. Pick a combination and activate it in one click.

FluentCRM
Teamwork
+
WordPressWordPress (3)
+
SlackSlack (3)
+
Google DriveGoogle Drive (3)
+
GmailGmail (3)
+
StripeStripe (3)
+
ZoomZoom (3)
F
T
W
Create a Teamwork task for every new FluentCRM contact, and register a new user in WordPress.
New FluentCRM contacts instantly generate a Teamwork task and a WordPress user account, eliminating manual data re-entry across your systems.
T
F
W
When a Task is created in Teamwork, add a note to the contact in FluentCRM and publish a new post in WordPress.
Teamwork task creation updates your FluentCRM contact notes and publishes a WordPress post, keeping your content and CRM records perfectly aligned.
F
T
W
When a contact is updated in FluentCRM, update the corresponding Teamwork task and update the user profile in WordPress.
FluentCRM contact updates automatically sync to your Teamwork tasks and WordPress user profiles, maintaining consistent data across platforms.

Supported triggers and actions for FluentCRM and Teamwork

Mix and match to build the exact automation you need

FluentCRM
FluentCRM Triggers & Actions
Contact is created in FluentCRM
Triggers the automation when a new contact is created
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Contact is updated in FluentCRM
Triggers the automation when a contact is updated
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Create contact in FluentCRM
Adds a new contact to the database
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Update contact in FluentCRM
Updates contact information with new details
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Search contact in FluentCRM
Finds and retrieves contact information
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Add note to contact in FluentCRM
Adds a personalized note to a contact
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Teamwork
Teamwork Triggers & Actions
Instant
Task is created in Teamwork
Triggers the automation when a new task is added
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Instant
Task is updated in Teamwork
Triggers the automation when any task is modified
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Instant
Task is deleted in Teamwork
Triggers the automation when any task is deleted
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Instant
Project is created in Teamwork
Triggers the automation when a new project is created
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Instant
Project is updated in Teamwork
Triggers the automation when a project is updated
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Instant
Project is deleted in Teamwork
Triggers the automation when a project is deleted
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Instant
Card is created in Teamwork
Triggers the automation when a new card is created
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Instant
Task List is created in Teamwork
Triggers the automation when a new task list is created
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Instant
Risk is created in Teamwork
Triggers the automation when a risk is created
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Instant
Message reply is created in Teamwork
Triggers the automation when a message is replied to
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Instant
Calendar event is created in Teamwork
Triggers the automation when a new event is created in a calendar
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Instant
Calendar event reminder is sent in Teamwork
Triggers the automation when a reminder is sent for the upcoming calendar event
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Instant
Person is created in Teamwork
Triggers the automation when a new person is created
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Instant
Time entry is created in Teamwork
Triggers the automation when a new time entry is created
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Instant
Message is created in Teamwork
Triggers the automation when a new message is created
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Instant
Milestone is created in Teamwork
Triggers the automation when a new milestone is created
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Instant
Notebook is created in Teamwork
Triggers the automation when a new notebook is created
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Instant
Invoice is created in Teamwork
Triggers the automation when a new invoice is added
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Instant
Company is created in Teamwork
Triggers the automation when a new company is created
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Instant
Status is created in Teamwork
Triggers the automation when a new status is created
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Instant
Expense is created in Teamwork
Triggers the automation when a new expense is added
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Instant
Column is created in Teamwork
Triggers the automation when a new event or workout session is scheduled
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Instant
Comment is created in Teamwork
Triggers the automation when a comment is added
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Instant
Link is created in Teamwork
Triggers the automation when a new link is added
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Create Task in Teamwork
Creates a new task
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Search task in Teamwork
Searches for a task
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Mark task complete in Teamwork
Marks the task as completed
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Update task in Teamwork
Updates the task with new information or changes
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Create task comment in Teamwork
Adds comment to a task
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Create project category in Teamwork
Creates a new project category
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Move board card in Teamwork
Relocates a particular card within a project board
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Create message category in Teamwork
Creates a new message category
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Create message reply in Teamwork
Generates a reply message
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Create board column in Teamwork
Sets up a new column in the board layout
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Create calendar event type in Teamwork
Adds a new event type in the particular calendar
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Create link category in Teamwork
Organize and categorize related links
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Create notebook category in Teamwork
Creates a new notebook category
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Create notebook in Teamwork
Generates a new notebook to organize information
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Create notebook comment in Teamwork
Creates a new comment in a notebook
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Move task list from template in Teamwork
Transfer selected tasks from a template to the corresponding task list
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Add task list from template in Teamwork
Generates a task list based on a pre-existing template
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Search notebook in Teamwork
Searches for a notebook
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Search Task comment in Teamwork
Searches for a task comment
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Search file comment in Teamwork
Searches and retrieve comments from a file
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Search notebook comment in Teamwork
Searches for a notebook comment
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Search milestone comment in Teamwork
Searches for a milestone comment
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Create file category in Teamwork
Generates a new file category based on predetermined criteria
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Create company in Teamwork
Generates a new company profile with given details
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Search company in Teamwork
Finds information about a company
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Create calendar event in Teamwork
Adds a new event to the calendar
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Search event in Teamwork
Conduct a search for events based on particular criteria
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Create person in Teamwork
Generates a new person
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Add people to project in Teamwork
Populate project members based on predefined criteria
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Search person in Teamwork
Retrieves information about a person
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Create project in Teamwork
Creates a new project
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Search project in Teamwork
Searches for a project
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Create time entry on project in Teamwork
Log time spent on a project
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Create time entry on task in Teamwork
Logs the time spent on a task
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Create message in Teamwork
Generates a new message
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Search message in Teamwork
Searches for a message
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Create status in Teamwork
Generates a new status update
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Upload file to project in Teamwork
Transfer files to the designated project folder
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Search file in Teamwork
Searches for a file
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Create expense in Teamwork
Generates a new expense record
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Create milestone in Teamwork
Creates a milestone to track progress
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Create milestone comment in Teamwork
Adds a new comment to a milestone
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Search milestone in Teamwork
Searches for a milestone
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Create task list in Teamwork
Creates a new task list
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Search task list in Teamwork
Searches for a task list
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Create invoice in Teamwork
Generates invoices for sales transactions
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Create link in Teamwork
Generates a new link that redirects to a destination
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Create link comment in Teamwork
Adds a new comment to a link
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Search link in Teamwork
Searches for a link
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What can you automate with FluentCRM + Teamwork?

Streamline your lead management and project execution with powerful automated workflows between FluentCRM and Teamwork.

What you can automate?
🔄
Sync new leads directly into project tasks
Automatically generate a Teamwork task the moment a new contact is created in FluentCRM, ensuring no prospect slips through the cracks.
📝
Capture every submitted contact detail
Map all available contact fields and custom attributes from FluentCRM straight into your Teamwork task descriptions for complete visibility.
🔔
Alert your team instantly upon contact creation
Notify project managers and sales reps the second a new lead arrives in FluentCRM so immediate action can be taken.
🔀
Route tasks based on contact attributes
Create different Teamwork tasks or assign specific priorities based on tags or custom fields submitted in your FluentCRM contact records.
🔄
Keep records updated across both platforms
Automatically update corresponding Teamwork tasks whenever a contact's details or status changes in FluentCRM.
🔍
Search and update instead of duplicating
Check if a contact or task already exists before creating a new entry, preventing clutter and duplicate records in your workspace.
⏱️
Handle status changes and milestone updates
Trigger follow-up actions and update CRM notes whenever project tasks or milestones are completed or modified in Teamwork.
🌐
Extend your workflow to messaging apps
Connect FluentCRM and Teamwork with Slack or Gmail to notify stakeholders and send confirmation emails automatically.
And much more...

Who is FluentCRM + Teamwork integration for?

Connecting FluentCRM and Teamwork eliminates manual data transfer, helping teams manage leads and deliver projects without delays.

Marketing managers
Marketing managers
Sales development reps
Sales development reps
Client success teams
Client success teams
Operations directors
Operations directors
Project coordinators
Project coordinators
Agency administrators
Agency administrators
📈
Marketing managers
You're capturing leads in FluentCRM but project status updates in Teamwork lag behind manual exports, so your performance reports are always out of date — with this integration, every new contact syncs instantly and your pipeline metrics remain accurate.
Sales development reps
You need to initiate client onboarding the moment a prospect converts in FluentCRM, but waiting for manual task creation causes costly delays — automating both apps means every new lead instantly generates a Teamwork task for immediate follow-up.
🤝
Client success teams
You answer to stakeholders who expect real-time visibility into project delivery, but disconnected contact records leave gaps in your progress tracking — connecting these apps means every project milestone stays perfectly aligned with your CRM history.
📊
Operations directors
The volume of incoming leads in FluentCRM is too high for your team to handle manually without missing critical handoffs — automating both apps means tasks, notes, and records are created seamlessly without human error.
🛠️
Project coordinators
You depend on sales teams to hand over lead details from FluentCRM before you can start planning in Teamwork, leading to stalled timelines — with this integration, task generation happens automatically upon contact creation.
🗂️
Agency administrators
You need a reliable history of client interactions and task assignments, but manual data entry frequently leaves gaps in your archives — automating this workflow ensures every contact update and project task is recorded without exception.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate FluentCRM + Teamwork

Build and manage your FluentCRM + Teamwork automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect FluentCRM + Teamwork with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
Price Comparison with Popular Alternatives
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in $19.99
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😍
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in $19.99

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Frequently Asked Questions

How do I connect FluentCRM to Teamwork?
Frequently Asked Questions
You can connect FluentCRM to Teamwork instantly using 1-click ready workflows on Integrately or by using Integrately AI to build custom automations with apps like WordPress, Slack, and Google Drive.
Can I automatically create a Teamwork task when a new contact is added in FluentCRM?
Frequently Asked Questions
Can I connect FluentCRM, Teamwork, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for FluentCRM and Teamwork?
Frequently Asked Questions
How does FluentCRM handle contact data when syncing with Teamwork?
Frequently Asked Questions
Can Teamwork updates modify my FluentCRM records?
Frequently Asked Questions
Do I need coding skills to automate FluentCRM and Teamwork?
Frequently Asked Questions
Is the FluentCRM and Teamwork integration free?
Frequently Asked Questions
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You Can Also Connect FluentCRM or Teamwork With 1500+ Other Apps

FluentCRM
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Teamwork
Popular Teamwork Integrations
Sync Teamwork with project management, time tracking, and collaboration tools to keep your team workflows running smoothly.
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